How To Invest

In addition, Pat thinks then beginner investors should cultivate two important qualities: a healthy sense of skepticism and patience.

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Investors should approach all investments with a healthy sense of skepticism. This can help keep you out of fraudulent stocks that masquerade as high-quality stocks. It will also keep you out of legally operated, but poorly managed, companies that promise more than they can possibly deliver.

If you are a new investor, you should also realize that losing patience can cause you to sell your best choices right before a big rise. All too often, investors buy a promising stock just as it enters a period of price stagnation. Even the best-performing stocks run into these unpredictable phases from time to time. They move mainly sideways in a wide range for months or years before their next big rise begins. (Stock brokers often refer to these stocks as “dead money.”)

If you lack patience, you run a big risk of selling your best choices in the midst of one of these phases, prior to the next big move upward. If you lose patience and sell, you are particularly likely to do so in the low end of the trading range, when stock prices have weakened and confidence in the stock has waned.

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How To Invest Library Archives

You Can See Our Income-Seeking Portfolio For June 2024 Here.


This month we update our Portfolio for Income-Seeking Investors.


In light of the current market volatility, investors are paying more attention to dividend yields (dividends paid per share divided by the current stock price)....
A: Hillman Solutions Corp., $9.49, symbol HLMN on Nasdaq (Shares outstanding: 196.0 million; Market cap: $2.0 billion; www.hillmangroup.com), provides hardware-related products and merchandising services to home improvement and other retailers across North America.

Founded in 1964, the company offers more than 112,000 products to its 26,000 retail customers....
We’ve said for a long time that growth by acquisition is inherently riskier than internal growth, since it carries an above-average chance of unpleasant surprises. Under the rules of financial physics, a buyer of something rarely knows as much about it as the seller.

Of course, some companies do a better job than others of choosing acquisition targets....
COMMVAULT SYSTEMS INC., $107.43, symbol CVLT on Nasdaq, makes software for large companies that want to protect and access their data from anywhere in the world. It currently has approximately 9,300 corporate customers using its subscription products, up 25.7% from 7,400 a year ago.

On April 16, 2024, CommVault announced the acquisition of Appranix....
RESMED INC., $216.98, is a buy. The firm, symbol RMD on New York, helps investors tap the growing market for medical devices used to treat sleep apnea. ResMed’s CPAP (nasal continuous positive airway pressure) devices are also used to treat patients with chronic obstructive pulmonary disease as well as other respiratory conditions.

With each new machine ResMed sells, it also acquires a potential long-term customer for replacement parts....
INTERNATIONAL BUSINESS MACHINES CORP., $165.71, New York symbol IBM, is a top pick for 2024.

The company is one of the world’s largest computer firms, with operations in over 175 countries.

With the June 2024 payment, IBM will raise your quarterly dividend by 0.6%, to $1.67 a share from $1.66....
MCDONALD’S CORP., $270.31, New York symbol MCD, is your #1 Conservative Buy for 2024.

The company is the world’s largest fast-food chain with over 40,000 restaurants in 119 countries. It serves a wide variety of food but is best known for its hamburgers and french fries.

McDonald’s continues to benefit from its recent price hikes, which help offset rising labour and other operating costs....
BCE INC., $45.96, Toronto symbol BCE, is still your #1 Income Buy for 2024.

The company is Canada’s largest traditional telephone service provider. It has 1.98 million residential customers in Ontario, Quebec, Manitoba and the Atlantic provinces....

You Can See Our CWA Safety-Conscious Stock Portfolio For May 2024 Here.


We think investors will profit most—and with the least risk—by buying shares of well-established companies with strong business prospects and strong positions in healthy industries....
A: Fluor Corp., $40.53, symbol FLR on New York (Shares outstanding: 170.2 million; Market cap: $7.0 billion; www.fluor.com), is a global provider of engineering, procurement and construction (EPC) services, an off-site fabricator of building components, and a project manager.

The company operates through three principal business segments: Energy Solutions, Urban Solutions, and Mission Solutions.

The Energy Solutions segment provides EPC services for the oil and gas, fuels, chemicals, liquefied natural gas and power markets.

The Urban Solutions segment provides a variety of services, such as consulting, program management and EPC services, to several markets--advanced technologies and manufacturing, healthcare, mining and metals, infrastructure, and project staffing.

The Mission Solutions segment provides high-end technical services to the U.S....